Eway CRM Overview

eWay-CRM addresses the challenge of managing customer relationships directly within Microsoft Outlook. This integration streamlines workflows by embedding CRM functionalities into a familiar interface, eliminating the need to switch between applications. Users can organize emails and meetings efficiently, enhancing team collaboration through shared email discussions. The solution also connects with over 3,000 apps, offering extensive integration possibilities. By simplifying routine tasks and highlighting critical communications, eWay-CRM ensures users remain focused on priority interactions. This approach not only saves time but also enhances productivity within an existing ecosystem, making it a forward-looking choice for businesses relying on Outlook.

Use Cases

Customers recommend Workflow Management, Contact List Management, Onboarding, as the business use cases that they have been most satisfied with while using Eway CRM.

Other use cases:

  • Helpdesk Management
  • Sending & Publishing Communications
  • Campaign Management
  • Sales Document Management
  • Engaging And Following Up
  • Relationship Management
  • Knowledge Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Eway CRM.

Other priorities:

  • Increase Sales & Revenue
  • Improve Internal Communications
  • Enter New Markets Internationally Or Locally
See all business priorities See less business priorities

Eway CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Eway CRM works with different mediums / channels such as Video.

Eway CRM's features include Recording, Personalization, and Templates. and Eway CRM support capabilities include Chat Support, Phone Support, 24/7 Support, etc. also Eway CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"...eWay helped us to better organize our customer contact list and track the requirements of our customers...." Peer review by Radek TRUFFIN

Peer review evidence (same sources as the product rating summary)

"...I have been able to customize the forms and workflows myself with just a little help from the knowledge base...." Peer review by Eve J., Sales/Support, Sports
"...The best part is being able to send emails to a list of contacts as it's one to one mailing...." Peer review by Verified Reviewer, Marketing and Advertising
"...the team have helped develop custom reporting and solved any technical issue very promptly...." Peer review by James O., Managing Director, Medical Devices

Eway CRM, Floify, monday sales CRM, NetHunt CRM, OnePageCRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

eWay-CRM transforms Outlook into a full-fledged CRM, enhancing company effectiveness. It is available for free download.

Popular Business Setting

for Eway CRM

Top Industries

  • Marketing and Advertising
  • Financial Services
  • Medical Devices

Popular in

  • Small Business
  • Mid Market
  • Large Enterprise

Eway CRM is popular in Marketing And Advertising, Financial Services, and Medical Devices and is widely used by Small Business, Mid Market, and Large Enterprise.

Eway CRM Customer wins, Customer success stories, Case studies

What Are the key features of Eway CRM for Workflow Management?

How does Eway CRM facilitate Contact List Management?

How does Eway CRM facilitate Onboarding?

What benefits does Eway CRM offer for Helpdesk Management?

Why is Eway CRM the best choice for Sending & Publishing Communications?

11 buyers and buying teams have used Cuspera to assess how well Eway CRM solved their CRM needs. Cuspera uses 848 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

 

Esonic - Industrial Automation - Medium

Brno, Czech Republic

Esonic manages over 400 brewery automation projects each year. Their old CRM could not keep up with their growth and complex sales model. eWay-CRM gave Esonic custom workflows for sales and project m...anagement. The system speeds up quoting and reduces errors with document templates. Real-time reporting helps leaders track team performance and cash flow. Esonic now has clear oversight of sales, projects, and finances in one place.

 

Castell Project - Non Profit Organization Management - Small

Atlanta, USA

Castell Project used eWay-CRM to manage rapid growth in its leadership programs for women in hospitality. The team replaced Excel with eWay-CRM to organize hundreds of contacts, panelists, and univer...sities. eWay-CRM’s integration with Microsoft Outlook made it easy for staff to manage events, track communications, and send professional emails. Custom fields and categories helped Castell sort panelists by job function, alma mater, and ethnicity. The solution saved time and fit the non-profit’s budget, supporting seamless project and contact management.

 

POYNTING - Telecommunications - Small

Johannesburg, South Africa

POYNTING used eWay-CRM to connect teams across South Africa, Europe, and the USA. The company needed to manage sales, marketing, and projects while improving collaboration. eWay-CRM integrated with M...icrosoft Outlook, making it easy for staff to adopt. The CRM helped POYNTING automate information sharing, track campaigns, and manage complex projects. This reduced admin work and let teams focus on closing deals.

 

MBK Consulting - Professional Training & Coaching - Small

Prague, Czech Republic

MBK Consulting used eWay-CRM to automate and simplify business processes. Before, they relied on Microsoft Access and Excel, which caused data sharing and tracking issues. With eWay-CRM, they moved m...arketing and contact management into one system, making email campaigns and GDPR compliance easier. Project tracking improved, and certificates for training participants are now generated automatically. The biggest benefit is saving time and reducing manual work for the team.

 

Hager Group - Construction - Very Large

Blieskastel, Germany

Hager Group used eWay-CRM to manage strategic projects and sales activities. They replaced Excel, Outlook reminders, and handwritten notes with one CRM system. The team customized eWay-CRM to fit the...ir workflow, merging deals and projects into a single module. Implementation took about two months, with training and ongoing adjustments. Now, Hager Group tracks long-term and complex projects more efficiently, improving organization and saving time.

 

H/Advisors Abernathy - Management Consulting - Small

New York, USA

eWay-CRM helped H/Advisors Abernathy organize contacts for 60+ employees across 5 offices. The company needed a CRM that integrated with Outlook and supported GDPR compliance. Implementation took jus...t 4 man-days, with minimal support required. Staff found the interface intuitive and training simple. Now, all contacts are centralized, permissions are controlled, and bulk email features support targeted mailings.

Create a Deal (Tutorial Videos)

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Frequently Asked Questions (FAQ)

What buyers ask before choosing Eway CRM

What is Eway CRM?

Eway CRM is a Microsoft Outlook plug-in with a client-server architecture that uncovers the full potential of Microsoft Outlook. It quickly creates leads/projects from emails, also with integrated mail merges that help to manage customer relationships, track projects, and tasks and work as a team.

It helps to Access clients, projects, business opportunities and customer communications right from the CRM for Outlook and automatically captures the contact information and files the email. Also, helps to track post-sales activities and automatically copy all communications. It is even accessible on web browsers.

Some of its features are synchronized with the smartphone, automatic email tracking, all deals and leads in one place, integration with web forms and lead generating tools, marketing emails right inside the CRM, and so on.

What is Eway CRM used for?

Eway CRM is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Workflow Management, Contact List Management and Onboarding .

What are the top features of Eway CRM?

Recording, Personalization and Templates are some of the top features of Eway CRM.

Who uses Eway CRM?

Eway CRM is used by Marketing And Advertising, Financial Services and Medical Devices among other industries.

What are Eway CRM alternatives?

Floify, Monday Sales CRM, NetHunt CRM and OnePageCRM are popular alternatives for Eway CRM.

Where is Eway CRM located?

Eway CRM is headquartered at One Kansas City Place, 1200 Main Street, Suite 2110, Kansas City, MO 64105.
lightning

Peers used Eway CRM for workflow management and contact list management

Eway CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.88/5 ★

Read Reviews (2)
Analytics

4.59/5 ★

Read Reviews (7)
Custom Reports

4.09/5 ★

Read Reviews (88)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.88/5 ★

Read Reviews (2)
Analytics

4.59/5 ★

Read Reviews (7)
Custom Reports

4.09/5 ★

Read Reviews (88)

Software Failure Risk Guidance

?

for Eway CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Eway CRM

eWay System s.r.o. News

Product

Connect eWay-CRM to Your Other Business Applications with Make. Here’s How

eWay-CRM integrates with Make, a no-code automation platform, to streamline data flow between business applications. This integration allows users to automate tasks such as CRM data entry, invoicing, and real-time notifications, enhancing efficiency and reducing manual errors. eWay-CRM's open API facilitates seamless connectivity with other systems, positioning it as a central hub for business operations.

Product

How AI Helped Us Turn Sales Know-How into Company-Wide Knowledge. Jan Lalinský, CEO of eWay-CRM, Shares His Experience

eWay-CRM uses AI to automate the extraction of insights from sales meeting transcripts, enhancing marketing and product team access to customer data. This system leverages Microsoft Teams, SharePoint, Power Automate, and Copilot Studio to streamline the process, reducing the need for manual note-sharing and improving the quality of marketing and product decisions.

Product

Smarter Operations with eWay-CRM for Microsoft 365

eWay-CRM enhances manufacturing operations by integrating with Microsoft 365 apps like Outlook, Teams, SharePoint, and Power BI. This integration streamlines sales, production, and project management, offering real-time data visibility and reducing manual tasks. The CRM system supports mid-sized manufacturers by centralizing customer and project information, improving collaboration, and maintaining familiar workflows.

Product

eWay-CRM 9.4 Brings Email Reply & Forward, Fast In-Cell Adding, and Margin & Markup in Bookkeeping

eWay-CRM 9.4 introduces new features to enhance productivity and bookkeeping. Users can now reply and forward emails directly in Outlook Online, use a fast in-cell record adding feature, and benefit from automatically prefilled email subjects. The update also adds margin and markup columns for better profitability analysis, streamlining workflows and improving efficiency.

eWay System s.r.o. Profile

Company Name

eWay System s.r.o.

Company Website

https://www.eway-crm.com/

Year Founded

1995

HQ Location

One Kansas City Place, 1200 Main Street, Suite 2110, Kansas City, MO 64105

Employees

10001+

Social

Financials

IPO